IT'S PRONOUNCED JUAN DEERE. A SIGN OF FINANCES' TRUMP HEDGE

JUAN DEERE'S MOVE INTO RAMOS MEXICO HAS BEEN YEARS IN THE MAKING.

TO: America First Economic Policy Council

FROM: XXXXXXXXXXX, Senior Policy Advisor

DATE: May 24, 2025

SUBJECT: Economic Hedge Against Trump 2.0: A Coordinated Offshoring Strategy by Financial Markets and Multinational Corporations

EXECUTIVE SUMMARY

Recent developments—most notably John Deere’s relocation of manufacturing operations to Ramos Arizpe, Mexico—signal a growing trend of strategic corporate offshoring. While superficially explained as cost-saving or market-driven, deeper analysis reveals this is a preemptive hedge against the anticipated return of President Donald J. Trump and the MAGA economic agenda.

The current situation represents a quiet but coordinated economic front against America First policies. Institutional investors, financial markets, and corporate media are working in tandem to undermine industrial reshoring efforts and neutralize Trump's leverage over the manufacturing base.

This memo outlines the mechanisms behind this movement, its implications for MAGA economic planning, and the urgent necessity of pivoting toward small- and mid-sized producers as the foundation for American renewal.

BACKGROUND: JOHN DEERE AND THE MEXICAN MIGRATION

• Announced in 2023, John Deere’s shift of production from Iowa to Ramos Arizpe involved years of preparation—predating Trump’s current campaign surge.

• The move benefits from Mexican tax incentives, low-cost labor, and proximity to U.S. logistics routes.

• The justification offered by Deere and echoed by the media centers on “efficiency” and “competitiveness”—convenient cover for wage suppression and long-term profit shielding.

FINDINGS: STRATEGIC TRENDS INDICATING A COORDINATED HEDGE

1. Capital Market Positioning

   • Large shareholders are protecting stock valuations from future MAGA tariffs by relocating capital-intensive production offshore before protectionist policies can be enacted.

   • Wall Street sees Trump’s possible return not as opportunity—but as risk to existing globalist arrangements.

2. Media as Narrative Shield

   • Corporate media is pre-blaming Trump for job flight, painting MAGA economics as “scary” or “disruptive.”

   • They frame offshoring as a “reaction” rather than a betrayal of American labor by transnational interests.

3. Policy Exploitation under Biden-Era Structures

   • These moves were greenlit by the current regulatory environment, which continues to reward foreign investment and provide little consequence for abandoning domestic workers.

RECOMMENDATIONS: MAGA ECONOMIC RE-PIVOT

1. Divest Strategically from Corporate Reliance

• End federal subsidies and procurement contracts for companies that offshore jobs or move production outside U.S. borders.

• Eliminate tax incentives for multinational corporations that fail to reinvest in American labor markets.

2. Shift Focus to Small and Intermediate Domestic Producers

• Create a Federal Reshoring & Reconstruction Fund (FRRF) for companies under $500 million in valuation.

• Prioritize grants, infrastructure support, and zero-interest loans for small manufacturers that commit to 10+ years of domestic operations.

• Provide regulatory fast-tracks and labor law flexibility for family-owned and non-unionized manufacturers that meet national security or supply chain resilience criteria.

3. Advance the “Patriot Manufacturer Designation” Program

• Develop a certification system to promote companies that produce exclusively in the U.S.

• Link access to federal contracts, defense spending, and trade benefits to this designation.

4. Prepare Legal Countermeasures Against Coordinated Offshoring

• Direct DOJ and Treasury to investigate whether offshoring moves represent collusion to manipulate markets or circumvent pending U.S. tariffs.

• Require companies receiving federal contracts to publicly disclose long-term relocation or layoff plans.

CONCLUSION

The MAGA movement cannot—and should not—rely on multinational corporations or financial markets to lead the next era of American industrial renewal. These institutions have shown their true loyalties: not to workers, not to America, but to transnational capital.

What is unfolding now is an economic flank operation: one that uses media misinformation, market manipulation, and strategic offshoring to undercut the populist resurgence. We must meet this challenge not by pleading with corporate boardrooms, but by building a parallel economy rooted in sovereignty, resilience, and national loyalty.